Bookkeeping and Advisory Services for Waltham Businesses
Monthly bookkeeping, payroll, and fractional CFO services for Waltham businesses. Clean financials for tech companies, professional firms, and local businesses.
Bookkeeping for Route 128 Businesses
Waltham sits at the heart of the Route 128 corridor, where tech companies and professional services firms have built offices for decades. The mix has evolved from the old watchmaking days to biotech labs, software startups, and corporate headquarters. What hasn’t changed is the need for reliable financial operations that keep pace with growth.
We provide Andover, MA advisory services to Waltham businesses that need more than basic bookkeeping. Monthly reconciliation, payroll processing, and the financial infrastructure that holds up when you’re scaling, fundraising, or preparing for an audit. Everything handled remotely so you’re focused on running the business rather than scheduling meetings.
Monthly Bookkeeping
Monthly Bookkeeping
Transaction categorization, bank reconciliation, and month-end close procedures. Financial statements delivered every period so you know where the business stands without doing the work yourself.
Catch-Up Bookkeeping
Catch-Up Bookkeeping
Behind on your books? We clean up months or years of backlog, reconcile accounts, fix errors, and get everything current before transitioning to regular monthly service.
Payroll Processing
Payroll Processing
Full payroll service including tax deposits, quarterly filings, W-2s, and multi-state compliance. Your team gets paid on time and you stop worrying about withholding calculations and filing deadlines.
Fractional CFO
Fractional CFO
Strategic financial guidance without the full-time hire. Cash flow forecasting, budget development, KPI tracking, and the financial planning that tech startups and growing companies need to make informed decisions.
Waltham Industries We Serve
Waltham’s economy reflects its position between Boston and the western suburbs. You have established corporations alongside early-stage startups. Professional services firms share office parks with biotech labs. Moody Street has restaurants and retail that serve the universities and the business community. Each type of business has specific accounting needs.
We work with Waltham businesses doing roughly $199K to $5M in annual revenue. Companies that have outgrown doing books themselves but don’t need a full-time accounting department. The ones where accurate financials actually matter for decision-making.
Tech and Software
Tech and Software
SaaS companies, software developers, and tech startups along the 128 corridor. Revenue recognition, deferred revenue tracking, and financial strategy that supports fundraising and investor reporting.
Professional Services
Professional Services
Consulting firms, marketing agencies, and professional practices. We track profitability by client and project, manage contractor payments, and keep books ready for partner review or buyer due diligence.
Healthcare and Life Sciences
Healthcare and Life Sciences
Medical practices, dental offices, and biotech companies. Insurance receivables, patient revenue cycles, and the complex timing between services rendered and cash collected.
Restaurants and Retail
Restaurants and Retail
Moody Street establishments and businesses serving the Brandeis and Bentley communities. High transaction volume, tip reporting, inventory tracking, and sales tax compliance handled accurately every month.
Common Questions
Do you serve businesses throughout Waltham?
Yes. We work with businesses across Waltham and the surrounding Route 128 corridor. Our office is in Andover, and we handle everything remotely so location doesn't limit the service you receive.
What does monthly bookkeeping cost?
Monthly bookkeeping starts at $199. Your actual price depends on transaction volume and complexity. We provide a flat monthly quote after reviewing your books so you know exactly what to expect.
Do you have experience with tech companies and startups?
Yes. We work with SaaS companies and tech startups that need clean financials for investors, proper revenue recognition, and the compliance infrastructure to scale. Our background includes supporting high-growth companies through multiple funding rounds.
Can you handle multi-state payroll?
Absolutely. Multi-state payroll compliance is one of our strengths. If you have remote employees in different states, we manage the registrations, withholdings, and filings for each jurisdiction.
How quickly can you get started?
Usually within a week. If your books are behind, we start with cleanup work to get you current. If things are already in order, we move straight into regular monthly service.
The Merrimack Valley's Trusted Accounting Partner
The Next Step:
A 15-Minute Call
Tell us about your business and what you're dealing with. We'll listen, ask a few questions, and give you a straightforward quote.
